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Transact

Adviser platform satisfaction high but call for greater integration

Platforms

Adviser platform satisfaction high but call for greater integration

Platforms can also add value with third-party solutions, advisers say

clock 20 May 2025 • 2 min read
Adviser platform assets up to £616.2bn in 2024

Wrap/platforms

Adviser platform assets up to £616.2bn in 2024

Strong advised platform new business throughout 2024

clock 19 March 2025 • 3 min read
Transact to streamline adviser fee reconciliation with CURO integration

Your profession

Transact to streamline adviser fee reconciliation with CURO integration

New API connection to reduce manual admin for financial advisers

clock 04 February 2025 • 1 min read
Transact names Tom Dunbar CEO as Jonathan Gunby retires

People

Transact names Tom Dunbar CEO as Jonathan Gunby retires

Part of planned succession programme

clock 22 January 2025 • 2 min read
Transact reports £2.4bn gross inflows as digitisation continues

Wrap/platforms

Transact reports £2.4bn gross inflows as digitisation continues

Q1 trading update for parent company IntegraFin

clock 14 January 2025 • 1 min read
Half of advisers say platform cash interest rates help to bag new clients

Wrap/platforms

Half of advisers say platform cash interest rates help to bag new clients

Consumer Duty has led platforms to improve fee communication

clock 12 September 2024 • 1 min read
Transact records £1.1bn in new business flows in the six months to March

Platforms

Transact records £1.1bn in new business flows in the six months to March

The total number of platform registered advisers has reached 7,849

clock 22 May 2024 • 1 min read
Transact unveils charge reductions amid good growth for parent firm

Platforms

Transact unveils charge reductions amid good growth for parent firm

Adviser users and total platform clients both increased in 2023

clock 14 December 2023 • 2 min read
Transact reports gross flows of £1.5bn in Q4 as adviser users increase

Wrap/platforms

Transact reports gross flows of £1.5bn in Q4 as adviser users increase

Transact parent company IHP reports ‘resilient’ flows for Q4

clock 18 October 2023 • 2 min read
Dud quarter for platforms after recording lowest sales in 13 years  

Platforms

Dud quarter for platforms after recording lowest sales in 13 years  

Fundscape says sales were a ‘bloodbath’ over the last 12 months

clock 17 August 2023 • 2 min read
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